ISHARES CUR HDG MSCI EAFE SM (HSCZ) Top Institutional Shareholders
ISHARES CUR HDG MSCI EAFE SM (HSCZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $81.85M in HSCZ holdings during the latest filing period.
Capital Wealth Management, Llc is currently the largest disclosed institutional shareholder of HSCZ tracked by InsiderSet, reporting ownership valued at approximately $22.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.74M, representing an estimated gain of +9.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed HSCZ value among the investors covered in this analysis. Major shareholders include Capital Wealth Management, Llc, Ae Wealth Management Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CUR HDG MSCI EAFE SM (HSCZ).
This page ranks the largest institutional HSCZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
57
Total Reported Value
$81.85M
Largest Holder
Capital Wealth Management, Llc
Largest Position
$22.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
63
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Wealth Management, Llc | 6.13% | 571,113 | $22,658,927 | $24,744,784 | +$2,085,857 | +9.21% | |
| Ae Wealth Management Llc | 0.05% | 255,584 | $10,140,319 | $11,073,765 | +$933,446 | +9.21% | |
| Lpl Financial Llc | 0.00% | 145,535 | $5,774,102 | $6,305,639 | +$531,537 | +9.21% | |
| Lighthouse Wealth Management Inc. | 3.11% | 115,448 | $4,580,390 | $5,002,050 | +$421,660 | +9.21% | |
| Comprehensive Wealth Management, Llc | 2.01% | 100,257 | $3,977,697 | $4,343,865 | +$366,168 | +9.21% | |
| Cetera Investment Advisers | 0.00% | 98,237 | $3,897,564 | $4,256,344 | +$358,780 | +9.21% | |
| Bank Of America Corp | 0.00% | 94,138 | $3,734,925 | $4,078,745 | +$343,820 | +9.21% | |
| Sachetta, Llc | 1.75% | 81,454 | $3,231,688 | $3,529,182 | +$297,494 | +9.21% | |
| Certified Advisory Corp | 0.26% | 72,974 | $2,895,233 | $3,161,766 | +$266,533 | +9.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,881 | $2,494,811 | $2,724,464 | +$229,653 | +9.21% | |
| Wescap Management Group, Inc. | 0.34% | 43,941 | $1,743,383 | $1,903,845 | +$160,462 | +9.20% | |
| Apella Capital, Llc | 0.02% | 37,592 | $1,603,502 | $1,628,760 | +$25,258 | +1.58% | |
| Envestnet Asset Management Inc | 0.00% | 39,463 | $1,565,706 | $1,709,825 | +$144,119 | +9.20% | |
| Mml Investors Services, Llc | 0.00% | 32,828 | $1,302,443 | $1,422,349 | +$119,906 | +9.21% | |
| Berkeley, Inc | 0.41% | 30,950 | $1,227,961 | $1,340,980 | +$113,019 | +9.20% | |
| Shepherd Wealth Management Ltd Liability Co | 0.75% | 11,426 | $1,006,516 | $495,058 | -$511,458 | -50.81% | |
| Osaic Holdings, Inc. | 0.00% | 22,152 | $878,928 | $959,786 | +$80,858 | +9.20% | |
| Ifp Advisors, Inc | 0.02% | 19,866 | $788,184 | $860,740 | +$72,556 | +9.21% | |
| Principal Securities, Inc. | 0.01% | 17,457 | $692,611 | $756,365 | +$63,754 | +9.20% | |
| Tounjian Advisory Partners, Llc | 0.23% | 16,136 | $640,188 | $699,129 | +$58,941 | +9.21% | |
| Dynamic Advisor Solutions Llc | 0.02% | 16,032 | $636,056 | $694,623 | +$58,567 | +9.21% | |
| Fortitude Financial, Llc | 0.33% | 15,951 | $632,936 | $691,114 | +$58,178 | +9.19% | |
| Jane Street Group, Llc | 0.00% | 14,959 | $593,498 | $648,133 | +$54,635 | +9.21% | |
| Raymond James Financial Inc | 0.00% | 14,771 | $586,039 | $639,988 | +$53,949 | +9.21% | |
| Montis Financial, Llc | 0.08% | 9,250 | $366,986 | $400,778 | +$33,792 | +9.21% | |
| Sigma Planning Corp | 0.01% | 8,941 | $354,734 | $387,389 | +$32,655 | +9.21% | |
| Capital Square, Llc | 0.16% | 8,537 | $353,749 | $369,885 | +$16,136 | +4.56% | |
| Susquehanna International Group, Llp | 0.00% | 8,872 | $351,997 | $384,400 | +$32,403 | +9.21% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 8,618 | $341,912 | $373,395 | +$31,483 | +9.21% | |
| Truist Financial Corp | 0.00% | 7,593 | $305,032 | $328,984 | +$23,952 | +7.85% | |
| Mercer Global Advisors Inc | 0.00% | 7,578 | $300,669 | $328,334 | +$27,665 | +9.20% | |
| Glass Jacobson Investment Advisors Llc | 0.10% | 7,551 | $299,598 | $327,164 | +$27,566 | +9.20% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 7,181 | $284,906 | $311,133 | +$26,227 | +9.21% | |
| Great Valley Advisor Group, Inc. | 0.00% | 6,769 | $268,560 | $293,282 | +$24,722 | +9.21% | |
| Sage Mountain Advisors Llc | 0.02% | 6,591 | $261,498 | $285,570 | +$24,072 | +9.21% | |
| Creative Financial Designs Inc | 0.01% | 6,173 | $244,906 | $267,459 | +$22,553 | +9.21% | |
| Williams & Novak, Llc | 0.17% | 5,680 | $229,302 | $246,099 | +$16,797 | +7.33% | |
| Citadel Advisors Llc | 0.00% | 5,586 | $221,625 | $242,026 | +$20,401 | +9.21% | |
| Geneos Wealth Management Inc. | 0.00% | 3,102 | $123,087 | $134,401 | +$11,314 | +9.19% | |
| Western Wealth Management, Llc | 0.00% | 2,026 | $80,381 | $87,781 | +$7,400 | +9.21% | |
| Mather Group, Llc. | 0.00% | 1,230 | $48,800 | $53,293 | +$4,493 | +9.21% | |
| Ubs Group Ag | 0.00% | 766 | $30,391 | $33,189 | +$2,798 | +9.21% | |
| Morgan Stanley | 0.00% | 739 | $29,329 | $32,019 | +$2,690 | +9.17% | |
| Allworth Financial Lp | 0.00% | 684 | $27,138 | $29,636 | +$2,498 | +9.20% | |
| Fmr Llc | 0.00% | 272 | $10,798 | $11,785 | +$987 | +9.14% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 250 | $9,919 | $10,832 | +$913 | +9.20% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 183,299 | $7,272 | $7,941,851 | +$7,934,579 | +109111.37% | |
| Royal Bank Of Canada | 0.00% | 96 | $4,000 | $4,159 | +$159 | +3.99% | |
| Harbour Investments, Inc. | 0.00% | 100 | $3,968 | $4,333 | +$365 | +9.19% | |
| Assetmark, Inc | 0.00% | 61 | $2,420 | $2,643 | +$223 | +9.21% |
Frequently asked questions about HSCZ
Who owns the most HSCZ stock?
The largest holders of HSCZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CUR HDG MSCI EAFE SM (HSCZ).
Is HSCZ widely held by superinvestors?
Many widely followed stocks like HSCZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HSCZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.